Wishlist

We urgently need the turnover as of the invoicing date in order to establish comparability with the BWA. For our internal controlling, a comparison with the previous year would also be very helpful (month-by-month comparison and/or cumulative presentation with previous year)

Hi, I would find it very helpful if the existing planning totals from the project area could be evaluated in the “Projects by Period” evaluation. Perhaps this is easy to implement.

For architecture and engineering firms with several parallel projects, in addition to project-related controlling, reliable multi-project and portfolio management is required. In Projo, deployment budgets can currently only be evaluated on a project-by-project basis. However, there is no time-related aggregation of planned working hours across all projects for operational and strategic management at office level. Specifically, there is a need for a global evaluation that answers how high the planned deployment budget of all ongoing projects is in a defined period of time, for example per month or quarter, and how these budgets are distributed over time. Without such a view, capacity bottlenecks usually only become apparent once they have already occurred. It should be noted that projects are not linear over their entire duration. Rest periods are typical, in particular between work phases 4 and 5 and between planning (LP 1—5) and construction supervision (LP 6—9). In addition, these phases are often worked on by different teams. A purely linear distribution of deployment budgets over the entire project duration does not reflect this reality and falsifies the capacity view. Unfortunately, detailed resource planning at employee level is often maintained inconsistently and is therefore not suitable as the sole basis for forecasting office management. Portfolio management therefore requires an evaluation that is primarily based on deployment budgets and project or phase runtimes and is not necessarily based on individual employee planning. An evaluation option at office level is desired, ideally under “Office - Evaluations - Projects”, with which deployment budgets can be presented over time across all projects in an aggregated manner. The period should be freely selectable (month, quarter, year), with a summary of all projects. In addition, filters based on project status and an optional separation between work phases or project phases, such as planning versus construction supervision, would be desirable. Currently, this control requirement is often reflected through exports and manual evaluations in Excel. This workaround is functional, but contradicts the claim to use Projo as a central tool not only for project controlling but also for portfolio management. Such an expansion would significantly strengthen Projo, particularly for medium-sized and larger offices, as it supports management early on in making decisions on project prioritization, capacity management and staffing requirements and consistently positions the software as an industry-specific solution beyond the individual project.

Under Employees/Evaluations/Times, you can get a good overview of working time accounts and other topics related to recording working time. However, as described in the last user group, I still see open potential here: • Views: Show and hide columns Not all columns visible in the table are of interest to all offices. For example, we don't use coming and going. We also do not have any paid overtime. Wouldn't it be useful if you could create individual lists (settings) that can be published throughout the office here, as is also possible elsewhere in Projo? From our point of view, absolutely, as there may be other parameters of interest at this point that are not yet available here. • Filtering and sortability of lists (also applies to the “Absences” list To save yourself the hassle of exporting to Excel, it would be nice if you could also sort and filter the tables (Who has the most overtime, who often works over 10 hours, who takes too short breaks, who has the most open vacation (the column doesn't exist yet, for example) • Additional column - Remaining vacation • Additional column - “Target hours adjusted” In some places, projo uses a “adjusted for absences that reduce target hours” for the monthly target. This would also be of interest to us at this point (reconciliation of the “Debit to Booked” column in the overhead analysis, comparison of booked hours with “adjusted target hours”) • Additional column - AZ account change • To be continued...;) This update would then no longer require us to export to Excel on a monthly basis and would therefore be a fantastic development of this site. VG! Jan

It would be great if you had the above evaluation at contract level.

The project management asks why there is no evaluation of the performance level as an amount depending on the operational budget in the contract overview. Currently, only the order amount is taken into account.

We need the option to evaluate maintained payment plans (not just automatically generated ones).

For our forecast and planning, we need the INFO of pending invoice in accordance with all payment plans. Currently, only the “Expected invoice according to automatic payment plan” tile can be selected.

Under Office/Evaluations/Projects by Period, the value “Expected Invoice According to Automatic Payment Plan - Subcontractor” should be added - this is currently available for payment plans.

For the tax advisor, we need an evaluation per quarter, which sorts and summarizes the number of employee hours per project. This is required, among other things, for the BWA.